Level III Saturday Spring 2020 Schedule


Level III CFA Review Program

Level III Saturday Spring Schedule 2020 (Subject to Change)

Week Date Time Location Study Session Topic Instructor
1 11-Jan 9AM-11AM
JFF 240 SS1 - R1-3
SS2 - R5
Code of Ethics and Standards of Professional Conduct
Ethics and Professional Standards in Practice
Glen Holden, Jr., CFA
2 18-Jan       NO CLASS  
3 25-Jan 9AM-11AM
JFF 240 SS5 - R12-R13 
SS6 - R15-R16  
Asset Allocation & Related Decisions in Portfolio Management 1
Option Strategies & Swaps, Forwards, and Futures
Karyn Williams, PhD.
Scott Joslin, PhD.
4 1-Feb 11:30AM-1:30PM JFF 240

SS3 - R7-R9

Behavioral Finance

Roger Gewecke Jr., CFA

5 8-Feb 9AM-11AM
JFF 240 SS12 - R28-R30
SS5 - R14
Private Wealth Management 1
Asset Allocation & Related Decisions in Portfolio Management 2
Peter Heilbron, CFA
Chen Song, PhD., CFA
6 15-Feb       NO CLASS  
7 22-Feb 9AM-11AM
JFF 240 SS13 - R31-R32
SS4 - R10-R11
Private Wealth Management 2
Capital Market Expectations
Eric Souders, CFA
Justin Regus, CFA
8 29-Feb 9AM-11:30AM
JFF 240 SS11 - R26-R27
SS15 - R34
Alternative Investments for Portfolio Management
Trade Strategy
Erik Einertson, CFA
Andy Berkin, PhD.
9 7-Mar 11:30AM-1:30PM JFF 240 SS6 - R17 Currency Management Jae Lee
10 14-Mar 9AM-11AM
Online SS7 - R18-R19
SS8 - R20-R21
Fixed Income Portfolio Management 1
Fixed Income Portfolio Management 2
Mike Salvay, CFA
11 21-Mar       NO CLASS  
12 28-Mar 11:30AM-1:30PM Online SS15 - R35-R36 Evaluating Portfolio Performance James Lewis, CFA, CIPM
13 4-Apr 9AM-11AM
Online SS9 - R22-R23
SS10 - R24-R25
Equity Portfolio Management 1
Equity Portfolio Management 2
Francois Schramek, CFA
14 11-Apr       RESCHEDULED


15 18-Apr 9AM-11AM Online SS14 - R33 Portfolio Management for Institutional Investors Andrea Mack, CFA
16 25-Apr 9AM-11AM
Online SS16 - R38
SS2 - R4
Case Study in Risk Management: Private Wealth
Scott Laudeman, CFA
Greg Crouch, CFA
17 2-May 9AM-11AM
Online SS2 - R6
SS16 - R37
Case Study in Portfolio Management: Institutional
Andrea Mack, CFA
18 7-Nov          
19 14-Nov 9AM-12PM
Online   Schweser Mock Exam** - Registration Now Available  
20 20-22-Nov
9AM-5PM Online   Schweser 3-Day Review***  
  5-Dec       CFA Exam  

Red denotes changes from the original schedule

*Please Note: CFA Society Boston is no longer offering their practice exam to Level III candidates. 
** Schweser Mock Exam is INCLUDED in the Review Program
*** Schweser 3-Day Review is included in the Review Program unless you opt-out. The Schweser 3-Day Review will be an online workshop but we are now offering all candidates in the Review Program the OnDemand recording of the Schweser 3-Day Review if you cannot attend the live class. This will be available in your Schweser account.

Level III CFA Review Program


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